Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47853.81 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46458.84 Kr¶
PnL: ---------------------------------------> -429.73 Kr¶
DD now: ---------------------------------> -1.596 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 09:48:10.618370'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.670000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -1.610000 | 3050.000000 | 123.000000 | 4.200000 | 2927.000000 |
| SAAB B | 8 | 1.080000 | 3444.000000 | 67.000000 | 1.980000 | 3377.000000 |
| Boozt | 12 | 0.420000 | 1704.000000 | 50.000000 | 3.020000 | 1653.999996 |
| Corem Property Group B | 59 | 0.090000 | 623.040000 | 46.040000 | 7.980000 | 576.999999 |
| AcadeMedia | 12 | -1.260000 | 599.520000 | 42.520000 | 7.630000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.230000 | 395.700000 | 40.700000 | 11.460000 | 355.000000 |
| MedCap | 2 | 0.660000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| Resurs Holding | 22 | -0.110000 | 608.740000 | 34.740000 | 6.050000 | 573.999998 |
| Nordea Bank Abp | 29 | 0.860000 | 3484.060000 | 30.060000 | 0.870000 | 3453.999992 |
| HMS Networks | 2 | -1.520000 | 700.000000 | 27.000000 | 4.010000 | 673.000000 |
| Securitas B | 6 | 0.020000 | 588.720000 | 18.720000 | 3.280000 | 570.000000 |
| Swedbank A | 3 | 0.000000 | 581.100000 | 17.100000 | 3.030000 | 564.000000 |
| OEM International B | 7 | 0.650000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Intrum | 4 | -0.770000 | 541.200000 | 14.200000 | 2.690000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Coor Service Management Hold. | 8 | 0.070000 | 542.400000 | 10.400000 | 1.950000 | 532.000000 |
| Norva24 Group | 16 | -2.430000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Karnov Group | 9 | -0.330000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 250.320000 | 4.320000 | 1.760000 | 246.000000 |
| Handelsbanken A | 5 | 0.180000 | 548.750000 | 2.750000 | 0.500000 | 546.000000 |
| Creaspac SPAC | 6 | 0.000000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Essity B | 2 | 0.070000 | 561.000000 | -13.000000 | -2.260000 | 574.000000 |
| Midsona B | 63 | -1.210000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| CTEK | 13 | -0.830000 | 513.110000 | -20.890000 | -3.910000 | 533.999999 |
| Essity A | 4 | -0.350000 | 1126.000000 | -23.000000 | -2.000000 | 1149.000000 |
| International Petroleum Corp. | 5 | -0.990000 | 552.500000 | -42.070000 | -7.080000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.370000 | 3794.000000 | -56.000000 | -1.450000 | 3850.000000 |
| Vivesto | 1368 | 0.500000 | 549.940000 | -63.060000 | -10.290000 | 612.999432 |
| Axfood | 13 | 0.760000 | 3610.100000 | -145.900000 | -3.880000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.570000 | 3633.000000 | -178.000000 | -4.670000 | 3810.999990 |
| OX2 | 18 | -0.870000 | 1435.500000 | -228.500000 | -13.730000 | 1663.999992 |
| Ovzon | 52 | -2.000000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 46458.840000 | -429.730000 | -1.59589% | 46888.564618 |
Updated:¶
'2023-01-25 09:48:23.290654'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
